Hello there, @mmgd.
I appreciate you getting back and providing a screenshot.
The prompt Moving Existing Job Information usually happens if there's existing job-related information under the customer. To isolate and fix the issue, I recommend checking the existing jobs associated with the affected customer. Then, filter the list to show all the jobs, including those that got inactive.
Let me show you how:
- Go to the Customers menu at the top.
- Choose Customer Center.
- Select the Customers & Jobs tab.
- Click the drop-down arrow above the search field, then pick All Customers.
If there's no current job-related information, this time, I suggest running the Verify data and Rebuild data tool. It helps identify and repair data issues within your company file.
Here's what you'll need to do:
To run Verify data:
- Click the File tab at the top menu bar.
- Hover your cursor to Utilities.
- Select Verify Data.
To run Rebuild data:
- Click the File tab at the top menu bar.
- Hover your cursor to Utilities.
- Select Rebuild Data.
For more details about the Verify/Rebuild process, check this article: Verify and Rebuild Data in QuickBooks Desktop.
Once done, check to see if everything is working now. But if the problem persists, re-sort your customer list. This feature will help you fix any odd behavior in your company file. For detailed steps, see this link: Re-sort lists in QuickBooks Desktop.
Also, I'm adding these articles to further guide you in managing your customers and jobs:
Please let me know how things go on your end. I want to ensure this gets resolved for you. Take care.
